Permissions: To review and monitor data using the IDRP, a user must have the Data Central and View privileges.
Data Central users with Reviewer Roles can add and manage Review Objectives within Data Central Configuration (they will only see ReviFew Plan in the left navigation if they do not have the Study Configure privilege).

The Integrated Data Review Plan (IDRP) for a study is configured within Data Central Configuration.

Integrating the Data Review Plan (IDRP) into the elluminate platform enhances our comprehensive, end-to-end solution for data ingestion, cleaning, review, visualization, and analysis. This integration standardizes and streamlines the review process, promotes greater cross-functional collaboration, and ensures alignment and transparency across teams. By centralizing all review activities within a single intuitive platform, elluminate eliminates the need to manage plans externally or switch between multiple tools, improving efficiency and user experience throughout the entire data lifecycle.

Access the IDRP

From the Data Central Studies page, click the Objectives to Review tile on a study card to navigate to the Review Plan Dashboard and see the Review Objectives in the left navigation.

Alternatively, if already in Data Central, the Review Plan can be accessed from the left navigation at the bottom of the Study Status section.

Badges: Next to Review Plan are two badges:

• Green: Indicates the number of completed objectives for the logged-in role.
• Red: Indicates the number of objectives that are not started or are in progress for the logged-in role.

Options Menu: Hovering anywhere on the Review Plan in the left navigation reveals an Options (ellipsis) icon. Clicking the Options icon opens a menu to access the Review Plan Dashboard, Review Plan Panel (the list of objectives), or Review Plan Details (new tab with the list of objectives on the left with the first objective's details on the right).

To open the Review Plan in the left navigation, click Review Plan.

The Review Plan opens over the left navigation, displaying the review objectives for the logged-in role. The list is organized by primary domain. By default, the first data store / domain is expanded, showing each review objective with a Status icon (Not Started, In Progress, Complete, or Unknown). Use the scrollbar and expand any data stores / domains that are not already expanded to view all review objectives.

Blue Badge: Indicates the number of review objectives assigned to the logged-in user's role.
Options (ellipsis) icon: Click the Options icon to select from Search, Review Plan Dashboard, Review Plan Panel, or Review Plan Details.

• Search: Click to open the Search field. Enter any value in the Review Objective Identifier, Description, or Primary Domain. As text is entered, review objectives containing that text will display.
• Review Plan Dashboard: Click to open the Review Plan Dashboard in a new sheet. It displays based on the logged-in user's reviewer role.
  
  

  This opens a new sheet displaying the number of objectives for the selected role, the objective status (with colored badges indicating Not Started, In Progress, and Complete counts), and the number of primary domains across the top.
  The charts in the middle include an Objectives Breakdown pie chart (showing Status by default; click the Priority toggle to view by priority) and an Objectives by Primary Domain bar chart (showing each primary domain by status by default; click the Priority toggle to view by priority).
  The list of Review Objectives is located at the bottom of the dashboard.

  All standard Data Central and Visualization functionalities are available.
  
  Users with Reviewer roles will see a 'Show All Roles' switch in the toolbar of the Review Objectives Breakdown object, allowing them to view the Review Plan Dashboard across all roles. The 'All Roles' dashboard includes the same information plus an additional KPI in the breakdown: the number of Reviewer Roles. It also includes a bar chart, Objectives By Reviewer Role, grouped by Status Priority. The underlying data encompasses all roles configured for the study.

  Read Only users will only see the ‘All Roles’ dashboard.
  

  An important note about the Review Objectives table in the 'Show All Roles' view is that it has an All Roles Status which is a culmination of all Reviewer Roles' statuses. What that means is that a Review Objective in this view will not be considered Complete until each Reviewer Role assigned to the Review Objective has completed their review.

• Review Plan Panel: Click to open the Review Objectives panel, which can be docked and added to the sheet in view.
  

• Review Plan Details: Click to open a new sheet, Review Plan Details. This sheet features a split screen, with the Review Objectives panel on the left and the details for the selected record on the right.
  

Filter icon: To filter the list of objectives displayed in the left navigation, click the Filter icon, then select and apply the desired filter parameters. Filters are additive, meaning selections can be made from each category (Status, Priority, and Critical Fields), and only objectives matching all selected values will be shown.

Close the Review Plan in the left navigation: Click the Clipboard icon.

Return to the previous level of the Review Plan in the left navigation: Click the ‘X’.

Role Selector: The Data Central reviewer role for the logged-in user is displayed in the drop-down menu (read-only users will see Data Manager as the default). To view review objectives for other roles, click the drop-down and select the desired role. Users will not be able to review against those review objectives (logged-in user's role must match the selected role), it is a read-only view.
Use the Search field to narrow the list of roles. As text is entered, roles containing that text will display. Click the down arrow to close the list of roles.
The Progress Bar beneath the role selector indicates the number of completed objectives out of the total number of objectives assigned to the role.

Review Objectives Listing

The full list of Review Objectives can be accessed from the Review Plan Dashboard, Review Plan Panel, or the Review Plan Details.

The columns in this listing include:

Toolbar Icons

• Search: Find and navigate to a specific column.
• Previous / Next Page: Navigate through the pages of the listing, depending on the number of visible rows.
• Details: Select a row and click the Details icon to open the Objective details panel.
• Maximize / Restore: View the panel full screen or restore it to its original size and location.
• X: Close the panel.

Objective Details View

View objective details in a vertical view and use the links to access associated data listings, the Issues panel filtered to issues created by the configured Orchestrator rule, visualizations, workspace, and Analytics app sheets.

Complete your Review from the Review Plan in the Left Navigation

1. Confirm your reviewer role is displayed in the role selector.
2. Select a review objective. Notice the icon to the left, which indicates its current review status.
   
3. The Objective Details opens in the left navigation, displaying the status, domain name, objective, and additional instructions, followed by programmatic review materials and manual review materials.
   Pay attention to the icons to the left of each item:
   A red dashed circle indicates records need review.
   A green checkmark circle indicates they have been reviewed.
   
   The review objective's Status will display as Not Started (red), In Progress (yellow), Complete (green), or Unknown (grey).
   • An objective will have a Not Started status if all Programmatic Review Materials have records to review and no Manual Review Materials have been reviewed.
   • An objective will have an In Progress status if at least one Programmatic Material has no records to review or one Manual Review Material was marked as reviewed.
   • An objective will have a Complete status when all Programmatic Materials and Manual Review Materials have no records to review.
   • An objective will have an Unknown status if, for example, the associated Reviewer Role has been deleted (e.g., the Data Manager role). To resolve this, a user with the appropriate privileges must update the review objective in Data Central Configuration. 
     
     

     Tip: Hover over the status of the review objective to view a tooltip that displays the date and time of the last calculation / update.

4. To perform your review from the Programmatic Review Materials section:
   • Click a domain name to open its listing. Review the records, and then mark them as reviewed. The corresponding icon will update automatically.
   • Click an Orchestrator rule name to open the Issues listing pre-filtered to Open and In Progress Issues created by that rule.
5. The Manual Review Materials section displays the Data Central Visualizations, Workspaces, and App sheets that require review. An icon at the left of each item's name indicates its type (visualization, workspace, or app sheet). The Status icon to the right indicates whether the review is complete. A red dashed circle signifies that a review is needed, while a green checkmark circle means the review is complete. Hover over an icon to view a tooltip that reads either 'Click to mark as reviewed' or 'Reviewed by user, date and time.' All status updates are logged in the Audit Logs.
   Each item listed is a link. Clicking an Analytics sheet will navigate the user to that sheet, pre-filtered to the study they are currently working in.
   1. Perform Review: Click an item to open it and perform review. Clicking a DC Visualization opens the panel which can be docked. Clicking a workspace, opens that workspace; and clicking an App sheet opens the sheet, filtered to the study in the appropriate app.
   2. Update the Review Status: Click the green checkmark circle to remove the review status, or click the red dashed circle to mark as reviewed. 
6. Continue scrolling down in the left navigation to view additional Objective Details:
   • Identifier: The unique identifier for the objective.
   • Primary Domain: Click to open the Data Central Listing for the domain.
   • Fields: Click to open the Data Central listing, pre-filtered to the field column. Note that fields marked with a critical icon and orange text were designated as critical within the Metadata module.
   • Priority: The priority level assigned to the objective.
   • Reviewer(s): The roles configured to perform review.
   • Programmatic Review Frequency: The scheduled recurrence of the programmatic review.
   • Manual Review Frequency: The scheduled recurrence of the manual review.
     
     
     
7. Move to another review objective. Click the Next icon to move to the next objective. Or close this objective using the 'X' icon and select from the full list of review objectives.